Amj Financial Wealth Management Portfolio Holdings

Amj Financial Wealth Management

  • $335 Million
  • Q1 2025

Amj Financial Wealth Management has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $335 Million distributed in 85 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg Short Term High with a value of $14.5M, Brinker International, Inc with a value of $12.9M, O Reilly Automotive Inc with a value of $12M, Sap Se with a value of $11.5M, and Progressive Corp with a value of $11.5M.

Examining the 13F form we can see an decrease of $23.4M in the current position value, from $358M to 335M.

Amj Financial Wealth Management is based out at Leesburg, VA

Below you can find more details about Amj Financial Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $335 Million
ETFs: $73.1 Million
Technology: $67 Million
Financial Services: $60.6 Million
Consumer Cyclical: $40.7 Million
Communication Services: $21.8 Million
Industrials: $19.4 Million
Consumer Defensive: $14.7 Million
Healthcare: $10.9 Million
Other: $16.5 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $335 Million
  • Prior Value $358 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 21 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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